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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?


To: ToySoldier who wrote (25593)2/25/1999 9:17:00 AM
From: Spartex  Read Replies (1) | Respond to of 42771
 
<<Now if a shareholder on this board were to attend the stockholders meeting in SanJose prior to that, maybe we could learn more about it.>>

Shareholder meeting is in late April, after BrainShare event Toy.

Thanks for ATT-NOVL NDS updates. M. Armstrong is like Schmidt, he likes to not only "think big", but also execute the steps to "become big" in the marketplace.

Regards,

QuadK



To: ToySoldier who wrote (25593)2/25/1999 9:53:00 AM
From: Paul Fiondella  Read Replies (1) | Respond to of 42771
 
Thanks for the Digital Me info

There were several articles that appeared on Digital Me by a very on the ball reporter for CBS MArketwatch I believe. Moreover the analysts will ask questions of Schmidt today at the conference call.

I don't work for Novell or sell any of their products or have any relationship with them other than as an investor in their stock, therefore I defer to management as to how to develop and market a product.

I will be very curious to see however whether Schmidt has understood the difference between giving the end user ownership over his/her identity via a digital identity vault and has set up a product line to handle this or whether the product is conceived of as an add-on to some existing product line where (given the politics of Novell) it may be buried.

I think Schmidt understands what a HOT PRODUCT this could be. I also remember asking him when I as an end user would find something of Novell's that I could purchase. I'm still waiting. There is a whole generation out there that doesn't even know what Novell does or that it even exists. They've heard of Amazon, Yahoo, and Microsoft however.

====================

Hey how do you like the stock this morning. I have such a big smile on my face.